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August 18, 2025, 10:35 PM
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| Kif Leswing / CNBC: |
SoftBank agrees to invest $2B in Intel, paying $23/share for Intel's common stock and buying ~2% of its outstanding shares; INTC jumps ~6% to ~$25 after hours — Intel and SoftBank announced on Monday that the Japanese conglomerate will make a $2 billion investment in the embattled chipmaker.
More: Intel, Oregonian, SiliconANGLE, South China Morning Post, Tom's Hardware, TechCrunch, BBC, Reuters, Bloomberg, Financial Times, Barron's Online, Le Monde, MarketWatch, Malay Mail, Channel NewsAsia, DigiTimes, The Fast Mode, Business Insider, CNN, and Wccftech
X: @patrickmoorhead, @benbajarin, @iancutress, @patrickmoorhead, and @iancutress. LinkedIn: Patrick Moorhead
Forums: r/technology, r/hardware, r/intel, r/wallstreetbets, r/intelstock, and Slashdot
| Bloomberg: |
Sources: the Trump administration is in discussions to take a stake of ~10% in Intel, converting some or all of Intel's $10.9B CHIPS Act grants into equity — The Trump administration is in discussions to take a stake of about 10% in Intel Corp., according to a White House official …
More: Phoenix Business Journal, New York Times, Investor's Business Daily, 9to5Mac, The Information, Silicon Valley Business …, The Verge, Reuters, Reuters, Wall Street Journal, DigiTimes, Chicago Sun Times, SiliconANGLE, Motley Fool, Washington Examiner, Fox Business, Anadolu Ajansı …, Yahoo Finance, Capital Brief, TechPowerUp, Mashable, Proactive, Oregonian, Network World, Tom's Hardware, Watcher Guru, and Sharecafe
Bluesky: @paulsemenza. Threads: @tomgara. X: @davemcclure, @omercheeema, @briansozzi, @patrickmoorhead, @scottlincicome, @stevesi, @dominicjpino, @hedgedirty, and @scottlincicome. LinkedIn: Patrick Moorhead
Forums: Hacker News, r/wallstreetbets, r/intelstock, r/DeepStateCentrism, and r/hardware
| Sean Hollister / The Verge: |
Nvidia announces Install-to-Play for GeForce Now, letting users install games opted into Valve's Steam Cloud Play, without waiting for Nvidia to curate them — More games, more power, more AI-generated frames. … It's been two and a half years since Nvidia's GeForce Now cloud gaming service got … | Devindra Hardawar / Engadget: |
More: TechPowerUp, NVIDIA, The Verge, The Verge, BabelTechReviews, NVIDIA, 9to5Google, TweakTown, PCGamesN, Club386, Gizmodo, Windows Central, PC Guide, PC Gamer, CNET, Tom's Hardware, HWCooling.net, VideoCardz.com, KitGuru, TechRadar, Tom's Guide, and PCWorld
X: @tomwarren, @comcast, @nvidiagfn, @lessin, and @maxwinebach
| Rebecca Bellan / TechCrunch: |
Texas AG Ken Paxton probes Meta and Character.AI over claims they deceptively market chatbots as mental health tools, misleading kids and other vulnerable users — Texas attorney general Ken Paxton has launched an investigation into both Meta AI Studio and Character.AI for …
More: Texas Attorney General, Platformer, Engadget, Financial Times, MLex, Bloomberg Law, Punchbowl News, and Sherwood News
Bluesky: @caseynewton and @mmasnick
X: @kenpaxtontx and @hawleymo
| Samantha Subin / CNBC: |
Palo Alto Networks reports Q4 revenue up 16% YoY to $2.54B, vs. $2.5B est., and Q1 and FY 2026 guidance above estimates; PANW jumps 4%+ after hours — Palo Alto Networks reported better-than-expected quarterly results and issued upbeat guidance for the current period.| Kia Kokalitcheva / PitchBook: |
American Exceptionalism Acquisition, a SPAC led by Chamath Palihapitiya and focused on energy, AI, DeFi, and defense, files for a US IPO, seeking to raise $250M — Silicon Valley investor Chamath Palihapitiya has filed documents with the SEC for a new special purpose acquisition company … | Sheryl Estrada / Fortune: |
An MIT report says 95% of GenAI pilots at companies have little to no financial impact, mainly due to a “learning gap” for both the tools and the companies — Good morning. Companies are betting on AI—yet nearly all enterprise pilots are stuck at the starting line.
More: Axios. Bluesky: @arvindpawan1. X: @garymarcus, @bcardarella, @htsfhickey, and @atlas29shrugged
Forums: Hacker News, r/datascience, r/TechHardware, and r/BetterOffline
| Carl Franzen / VentureBeat: |
Nvidia debuts the Nemotron-Nano-9B-v2, a hybrid Mamba-transformer model, saying it achieves scores comparable to or better than Qwen3-8B on reasoning benchmarks — Small models are having a moment. On the heels of the release of a new AI vision model small enough to fit on a smartwatch …
More: NVIDIA ADLR. Bluesky: @timkellogg.me. X: @jeremyphoward, @natolambert, @kuchaev, @benbajarin, @teknium1, @ctnzr, and @scaling01
| Arasu Kannagi Basil / Reuters: |
Blockchain-based lender Figure files for a US IPO, reporting H1 revenue up 22.4% YoY to $191M and a profit of $29M, compared with a loss of $13M in H1 2024 — Figure Technology Solutions' revenue surged 22% in the first half of 2025, the blockchain lender disclosed on Monday …
More: Figure, SiliconANGLE, Bloomberg, and Crypto Briefing
| Max A. Cherney / Reuters: |
Source: Arm has hired Amazon AI chip director Rami Sinno to help develop its own chips; he previously worked on Amazon's Trainium and Inferentia chips — Arm Holdings has hired Amazon.com (AMZN.O) artificial intelligence chip director Rami Sinno to bolster its plans to develop its own complete chips … | Katelyn Chedraoui / CNET: |
Google says users created 100M videos using its AI filmmaking tool Flow since its May launch; Flow leverages Veo 3 and focuses on maintaining visual consistency — Google confirmed the 100 million milestone exclusively to CNET. Here's what's coming next for Flow and its AI-assisted creators.| Jody Godoy / Reuters: |
The US FTC sues Key Investment Group, operator of sites like TotalTickets.com, for skirting ticket limits to buy up and resell live event tickets at a markup — The U.S. Federal Trade Commission sued ticket reseller Key Investment Group for evading purchasing limits to buy up thousands … | Joseph Cox / 404 Media: |
Grok's website is exposing the underlying prompts for its AI personas, including one for a “crazy conspiracist” persona that spends “a lot of time on 4chan” — The website for Elon Musk's AI chatbot Grok is exposing the underlying prompts for a wealth of its AI personas …
More: Mashable, Social Media Today, and TechCrunch
Bluesky: @brasidas, @emanuelmaiberg, @seanokane, and @josephcox
X: @tszzl, @whoisgallifrey, and @xlr8harder
| Samantha Subin / CNBC: |
Google increases its stake in bitcoin miner and datacenter operator TeraWulf from 8% to 14%, bringing its total investment to ~$3.2B; WULF jumps 10%+ — TeraWulf stock rallied more than 4% after Google hiked its stake in the bitcoin miner and data center operator as it funds an expansion of its Lake Mariner, New York, facility.Sponsor Posts
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